Chris A. Roberts
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Chris A. Roberts Email & Phone Number

Executive Director | Corporate Services at Chamberlain Group
Location: Orange County, California, United States 6 work roles 3 schools
1 work email found @cgwealth.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@cgwealth.com
LinkedIn Profile matched
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Current company
Chamberlain Group
Role
Executive Director | Corporate Services
Location
Orange County, California, United States
Company size
31 employees

Who is Chris A. Roberts? Overview

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Quick answer

Chris A. Roberts is listed as Executive Director | Corporate Services at Chamberlain Group, a company with 31 employees, based in Orange County, California, United States. AeroLeads shows a work email signal at cgwealth.com and a matched LinkedIn profile for Chris A. Roberts.

Chris A. Roberts previously worked as Senior Leader (Manager) | Corporate Actions & Distributions at Edward Jones and Senior Leader (Manager) - Trust Operations at Edward Jones. Chris A. Roberts holds B. A., Philosophy from Principia College.

Company email context

Email format at Chamberlain Group

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{first_initial}{last}@cgwealth.com
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AeroLeads found 1 current-domain work email signal for Chris A. Roberts. Compare company email patterns before reaching out.

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Profile bio

About Chris A. Roberts

Keen entrepreneurial instincts, an innate process improvement focus and progressive experience in demanding operating environments have provided distinct strengths in the areas of strategic planning, operations, business development, client services, compliance, risk management and reporting. I honed my foundational business skills in a family property management business and leveraged what I learned there to prove myself in later leadership roles that touched performance improvement, complex problem solving, reporting, team building and training.In my current role with Edward Jones, I support global brokerage operations and serve as the “go-to” technical expert regarding associated systems, procedures and risk. Definitive systems knowledge makes me a valued resource when change management and new business/product initiatives are being considered in other business areas. My greatest strengths include a strong mission focus, a hands-on management style, and a broad knowledge base covering processes, products, data collection, data quality, resource allocation, controls and costs.

Listed skills include Leadership, Financial Analysis, Strategic Planning, Investments, and 28 others.

Current workplace

Chris A. Roberts's current company

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Chamberlain Group
Chamberlain Group
Executive Director | Corporate Services
irvine, california, united states
Website
cgwealth.com
Employees
31
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Company profile
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6 roles · 27 years

Chris A. Roberts work experience

A career timeline built from the work history available for this profile.

Executive Director | Corporate Services

Current
Chamberlain Group

Orange County, California Area

Oct 2017 - Present

Senior Leader (Manager) | Corporate Actions & Distributions

Edward Jones

Greater St. Louis Area

Oversee distribution processing for global brokerage operations, worth $1 trillion in AUM. Develop systems, processes, workflows and controls to increase efficiency, refine client service and mitigate risk. Provide directional leadership to 10 associates engaged in corporate actions, foreign distributions, optional dividends, residual trading, class.

Apr 2016 - May 2017

Senior Leader (Manager) - Trust Operations

Edward Jones

Greater St. Louis Area

Manage securities processing for domestic trust operations. Provide leadership to 15 associates engaged in trade execution, corporate actions, cost basis, account transfer and custody settlement. Prepare bimonthly financial reports for Investment Committee review.+ Support global trust operations; serve as subject matter expert regarding systems.

Feb 2015 - Apr 2016

Chief Operations Officer

The Roth Companies, Inc.
  • Recruited to oversee boutique financial services firm’s day-to-day operations and formalize structure and procedures. Managed client investment portfolios, institutional relationships and strategic partnerships..
  • Played an integral role in dramatic growth of office associates and more than tripling AUM over 4 years.
  • Upgraded systems and procedures to improve internal workflows and processes. Implemented procedures and tools to enable “red carpet” client onboarding.
May 2011 - Feb 2015

Team Leader (Manager)

Edward Jones

Greater St. Louis Area

Team Leader / Product Master File (3/10–5/11)Assured interest and dividends were distributed accurately and timely to millions of clients in the U.S. and Canada. Performed troubleshooting and problem solving related to nonpayment by issuing companies. Resolved exceptions. Coached, developed and evaluated 8 associates. Team Leader / Reconciliation Control.

Dec 2007 - May 2011

Property And Office Manager

Ccc Industries

Oklahoma City, OK; Waco, TX

Evaluated retail centers for investment value; made purchase/sale recommendations. Allocated funds for maintenance and improvements; upgraded properties to increase occupancy rates and ROI. Tracked income and expenses; managed financial records for family business.

1999 - 2006 ~7 yrs
Team & coworkers

Colleagues at Chamberlain Group

Other employees you can reach at cgwealth.com. View company contacts for 31 employees →

JK John Knox John Knox Colleague at Chamberlain GroupBurlington, Ontario, Canada, Canada View → DT Dirce Tucson Dirce Tucson Colleague at Chamberlain GroupTucson, Arizona, United States, United States View → MC Miguel Castillo Miguel Castillo Colleague at Chamberlain GroupUruapan, Michoacán, Mexico, Mexico View → JF Jeanine Finton Jeanine Finton Colleague at Chamberlain GroupTucson, Arizona, United States, United States View → TF Tony Fisher Tony Fisher Colleague at Chamberlain GroupIrvine, California, United States, United States View → JB Jacalyn Barens Jacalyn Barens Colleague at Chamberlain GroupCosta Mesa, California, United States, United States View → DL Doug Leduc Doug Leduc Colleague at Chamberlain GroupYorkville, Illinois, United States, United States View → FL Fernando Lizarraga Fernando Lizarraga Colleague at Chamberlain GroupRio Rico, Arizona, United States, United States View → CK Cameron K. Jalbert Cameron K. Jalbert Colleague at Chamberlain GroupIrvine, California, United States, United States View → GV Gabriela Valle Agramon Gabriela Valle Agramon Colleague at Chamberlain GroupSonora, Mexico, Mexico View →
3 education records

Chris A. Roberts education

FAQ

Frequently asked questions about Chris A. Roberts

Quick answers generated from the profile data available on this page.

What company does Chris A. Roberts work for?

Chris A. Roberts works for Chamberlain Group.

What is Chris A. Roberts's role at Chamberlain Group?

Chris A. Roberts is listed as Executive Director | Corporate Services at Chamberlain Group.

What is Chris A. Roberts's email address?

AeroLeads has found 1 work email signal at @cgwealth.com for Chris A. Roberts at Chamberlain Group.

Where is Chris A. Roberts based?

Chris A. Roberts is based in Orange County, California, United States while working with Chamberlain Group.

What companies has Chris A. Roberts worked for?

Chris A. Roberts has worked for Chamberlain Group, Edward Jones, The Roth Companies, Inc., and Ccc Industries.

Who are Chris A. Roberts's colleagues at Chamberlain Group?

Chris A. Roberts's colleagues at Chamberlain Group include John Knox, Dirce Tucson, Miguel Castillo, Jeanine Finton, and Tony Fisher.

How can I contact Chris A. Roberts?

You can use AeroLeads to view verified contact signals for Chris A. Roberts at Chamberlain Group, including work email, phone, and LinkedIn data when available.

What schools did Chris A. Roberts attend?

Chris A. Roberts holds B. A., Philosophy from Principia College.

What skills is Chris A. Roberts known for?

Chris A. Roberts is listed with skills including Leadership, Financial Analysis, Strategic Planning, Investments, Customer Service, Series 7, Finance, and Series 66.

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